See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,192 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,400 | $41,467+120.4% | $67,313+35.8% | $55,725+64.0% |
| Participation rate | 96.7% | 62.5%+34.2pp | 69.1%+27.6pp | 70.9%+25.8pp |
| Annual return | 0.00% | 0.82%-0.8pp | -4.08%+4.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $934 | $1,316-29.0% | $2,566-63.6% | $2,078-55.0% |
| Participant deferral / active EE | $2,784 | $2,399+16.0% | $3,568-22.0% | $3,356-17.0% |
| Admin fee / account holder | $55 | $102-45.9% | $4,507-98.8% | $115-52.1% |